401(k) · DOL Form 5500 · 2023

Wicklander-Zulawski & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
30
Participants Small participant base
44th
Percentile by assets National rank
$163,053
Avg per participant Above avg balance/head
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Official DOL plan name: W-Z Profit Sharing and Cash or Deferred Plan · Sponsored by Wicklander-Zulawski & Associates, Inc. · Illinois · Other Services

$5M in assets, 30 participants

Wicklander-Zulawski & Associates, Inc.'s W-Z Profit Sharing and Cash or Deferred Plan reported $5M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 44th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,156 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, W-Z Profit Sharing and Cash or Deferred Plan ranks #5,156 of 7,857 2023 filers by assets (410% of the sector average)-$5M for 30 participants.

#5,156
in Other Services (7,857 peers)
+23.5%
assets growth YoY

W-Z Profit Sharing and Cash or Deferred Plan's mid-pack asset rank among Other Services and all filers

W-Z Profit Sharing and Cash or Deferred Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,891,588 44th percentile higher than 44% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

W-Z Profit Sharing and Cash or Deferred Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W-Z Profit Sharing and Cash or Deferred Plan is a small filing (30 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 363172044 · Wicklander-Zulawski & Associates, Inc. PY 2023 · 401(k)

W-Z Profit Sharing and Cash or Deferred Plan · $5M · 30 · 44th

  • IND $5M
  • EOY 30
  • 5500 44th
  • ASSETS 401(k)
  • PCT near Agrinomix, LLC Employee 401(k) Plan
  • EIN ind #5156

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Illinois →

W-Z Profit Sharing and Cash or Deferred Plan in the asset neighbourhood

W-Z Profit Sharing and Cash or Deferred PlanW-Z Profit Sharing and Cash …$5MAgrinomix, LLC Employee 401(k) PlanAgrinomix, LLC Employee 401(…$5MAdvanced Dermatology 401(k) PlanAdvanced Dermatology 401(k) …$5MNorth American Construction Company, Inc. 401(k) PlanNorth American Construction …$5MPicnichealth 401(k) Plan$5M
End-of-year total assets ($M) among W-Z Profit Sharing and Cash or Deferred Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$931K
Employer EIN363172044
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wicklander-Zulawski & Associates, Inc.)

Sponsor-wide plan assets over time

All Wicklander-Zulawski & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 15.591133186196386% vs 2023
2024 filing year
$4.5M$5M$5.5M$6M 20232024 $4.89M $5.65M ▲ +15.5%
Year Plans Participants Total Assets
2023 1 30 $5M
2024 1 17 $6M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

W-Z Profit Sharing and Cash or Deferred Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants W-Z Profit Sharing and Cash or Deferred Plan, Total assets ($B): 0.004891588 · Participants: 30W-Z Profit Sharing and Cash or Deferred PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
W-Z Profit Sharing and Cash or Deferred Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare W-Z Profit Sharing and Cash or Deferred Plan side-by-side with 3 peers →

W-Z Profit Sharing and Cash or Deferred Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Agrinomix, LLC Employee 401(k) Plan in OH ($5M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did W-Z Profit Sharing and Cash or Deferred Plan assets move in 2023? ▼
W-Z Profit Sharing and Cash or Deferred Plan grew sharply - up 23.5% during 2023, from $4M to $5M. Reported net income was $931K.
How have Wicklander-Zulawski & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wicklander-Zulawski & Associates, Inc.'s sponsor-wide assets grew 15.6%, from $5M to $6M.
Which 401(k) plans are similar in size to W-Z Profit Sharing and Cash or Deferred Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agrinomix, LLC Employee 401(k) Plan in OH ($5M, 87 participants).
Which 401(k) plans cover a similar participant headcount to W-Z Profit Sharing and Cash or Deferred Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363172044.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.